Retirement Planning strategies that make sense when you are 45 don’t always make sense when you are 55, 65 or older. We work with clients over decades to provide solutions to build and protect your retirement nest egg at every stage of life.
"As new client of Fortin Wealth, coming from relationships with a number of wealth management advisory teams over the years, I really appreciate the personalized approach of Fortin Wealth and the fact that they carefully consider all of the details which are so relevant to our family in making decisions that affect our Wealth Planning. They are very responsive. I can pick up the phone and have a same day response with complex well thought through advice. I particularly like the way they are managing our assets from a tax strategy perspective, not only for my husband and me, but also for the next generation.”
Moira Taylor Retired Internationally Based Law Partner Victoria, BC Client since 2022 Testimonial Given May 2023
Unburdened
"Our advisor, Christine, is skilled and capable but equally important to us is that she is friendly, personable and caring. She listens to our thoughts regarding money and handles our money with our best interests in mind. We really respect her advice and her understanding that the use and investment of money is driven by many factors. We appreciate the many forms of communication ( ie. meetings, newsletters, videos, access to speakers, etc.) that Christine embraces to keep us informed about various topics regarding investments. Christine and her team continue to keep learning and applying new strategies to keep all of their clients informed. Most of all, we like the feeling of trust that we have in our relationship with Christine and Nesbitt Burns." Jack & Jennifer Dicken Retired Educators Client Since 2004 Testimonial Given October 2022
"When I retired, I elected to have my entire pension fund transferred to Christine Fortin. Best decision I could have made." Dr. David Holm, University Professor University of British Columbia Department of Biology Client Since 1999 Testimonial Given June 2012
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.